We provide objective financial planning and investment advice, based on a thorough understanding of clients' unique circumstances. We offer the benefit of our experience, education, and professional training to help people pursue their personal financial goals.

The financial consultants of Summit Wealth Management Group are 
registered representatives with and securities offered through LPL Financial,
Member SIPC (sipc.org).

Investment advice offered through Summit Wealth Management Group, a Registered Investment Advisor and separate entity from LPL Financial.

The financial professionals associated with Summit Wealth Management Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Summit Wealth Management Group, Inc.

Org chart

Teams

Offices